A Differentiated and Resilient Investment Process

We begin by assessing the markets and synthesizing leading analyst opinions to shape our strategic and tactical allocation and weighting guidelines — adjusting client asset allocations as needed. Rather than simply assign allocations to the three main asset classes, your core portfolio is built on a series of decisions around market risks — by asset class, country, sector and industry levels.

We also recognize that considerable wealth enjoys access to specific opportunities. We strive to identify assets that can withstand greater risk in the pursuit of exceptional returns over the long term to take advantage of compelling opportunities.

Click elements in the diagram to learn more about your customized investment portfolio.

Your Customized
Investment Portfolio

Core Tactical Portfolio

We believe our open architecture allows us to provide highly efficient, globally-diversified exposure to sectors, regions and markets.

  • Deconstructed ETFs to mobilize our market views and facilitate tax-loss harvesting
  • Passive ETFs
  • Systematic investments of cash

Opportunistic Long-Term Holdings

Budget a portion of your assets that can withstand greater risk in the pursuit of exceptional returns, deployed strategically over a period of time.

  • Concentrated/restricted positions
  • Private investments
  • Opportunistic real estate or equity holdings

Resilience in Volatile Markets

As strong client advocates, your investment experience — and ability to withstand market volatility — is as important as your investment outcome. We believe our process is nimble yet disciplined, designed to adapt to and take advantage of market shifts.

Technology and innovation have introduced efficient ways to deconstruct ETFs, allowing us to over/underweight markets, sectors, and themes to express our views with minimal turnover.
Active tax-loss harvesting gives client portfolios the resilience to withstand volatility by using loss carryforwards to efficiently navigate the markets.
The systematic deployment of excess cash allows us to create possible value from down markets.
Our thoughtful approach takes both fundamental and behavioral finance into consideration, avoiding market timing and adhering to a proven risk-based approach.